Find A Portfolio/Ticker
Comparison Box
3 All Star Stocks
live (public) 0.39% May 03
Another Stock for New Investors
We recently reviewed and article by John Maxfield of the Motley Fool wrote about
PG, the on
stock for new investors. Proctor and Gamble gives consistent growth (albeit slow) and
it gives you a dividend every quarter. Today, we look at an article by his colleague John Grgurich who recommends Wells Fargo (WFC)
, a big bank that famously kept its nose clean during the financial
crisis and just turned in rival-crushing fourth-quarter results.
Sooner or later, increasing exposure to banking stocks might be a good
idea and WFC has been touted by Warren Buffet as a long term winner.
When we reviewed
Maxfield's article we actually went in preference with MacDonalds (MCD).
| Company | Years of Dividend | Graham Ratio |
| Wells Fargo & Co. | 20 | 39.97 |
| Procter & Gamble Co. | 55 | 61.21 |
| McDonald's Corp. | 71 | 143.47 |
I included the Graham number
to give some sense of the premium paid for each stock. I hasten to add
that we live in days where safe income generating stocks are valued and
this is reflected in the premium which doesn't necessarily mean it is
over priced.
This gives us a selection of three strong companies all of whom deliver
good dividends. Why not combine all three and see how they
compare with our benchmark ETF portfolio.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | WFC (Wells Fargo & Company) | 0.18% | 17.40% |
| Asset1 | PG (Procter & Gamble Company) | 0.38% | 32.82% |
| Asset1 | MCD (McDonald’s Corporation) | 1.08% | 49.66% |
| CASH | CASH (CASH) | 0.0% | 0.12% |
* Day change on 05/03/2024.
Previous
Since 05/26/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 3 All Star Stocks | 3.4% | 6.5% | 8.9% | 9.2% | 9.9% | 12.5% |
| VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/26/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 3.4 | 6.5 | 8.9 | 9.2 | 9.9 | 12.5 | 10.1 | 9.4 | 10.8 | -3.2 | 29.0 | -0.1 | 21.5 | -3.4 | 23.4 | 7.8 | 7.9 | 13.0 | 22.9 | 3.1 | 13.3 | 17.2 | 0.1 | -2.8 | 11.8 | 18.8 | 5.6 | 13.8 | 27.3 | -2.1 | -13.0 | 11.9 |
| Sharpe Ratio | NA | 0.18 | 0.24 | 0.46 | 0.39 | 0.47 | NA | NA | 0.43 | 0.54 | -0.25 | 2.24 | -0.01 | 1.75 | -0.15 | 2.6 | 0.63 | 0.5 | 1.36 | 2.13 | 0.26 | 0.76 | 1.1 | 0.0 | -0.1 | 0.59 | 1.48 | 0.28 | 1.16 | 1.89 | -0.17 | -0.84 | 0.44 |
| Draw Down(%) | NA | 6.6 | 13.1 | 17.4 | 33.9 | 33.9 | NA | NA | 44.3 | 13.1 | 17.4 | 5.7 | 33.9 | 6.6 | 18.3 | 4.1 | 7.5 | 12.1 | 5.6 | 6.7 | 10.9 | 10.6 | 11.9 | 37.1 | 24.7 | 6.2 | 6.2 | 6.0 | 4.3 | 11.4 | 18.4 | 22.2 | 16.1 |
| Standard Deviation(%) | NA | 11.6 | 11.4 | 14.5 | 19.7 | 18.8 | NA | NA | 19.0 | 12.2 | 18.4 | 12.9 | 33.8 | 11.5 | 32.1 | 8.7 | 12.2 | 15.6 | 9.5 | 10.7 | 11.6 | 17.6 | 15.6 | 32.9 | 38.3 | 14.9 | 10.5 | 12.2 | 11.0 | 14.0 | 19.0 | 18.2 | 21.4 |
| Treynor Ratio | NA | 0.07 | 0.06 | 0.12 | 0.1 | 0.16 | NA | NA | 0.77 | 0.12 | -0.08 | 0.46 | 0.0 | 0.37 | -0.38 | -2.12 | 13.65 | -0.55 | 5.69 | -2.58 | -9.83 | -0.89 | -1.77 | 0.0 | 0.23 | -0.31 | -1.06 | -0.28 | -1.1 | -1.64 | 3.2 | -2.22 | -0.48 |
| Alpha | NA | 0.0 | -0.02 | 0.02 | 0.0 | 0.02 | NA | NA | 0.04 | -0.01 | 0.03 | 0.04 | -0.05 | 0.02 | 0.0 | 0.09 | 0.03 | 0.04 | 0.05 | 0.09 | 0.01 | 0.06 | 0.07 | 0.04 | -0.01 | 0.04 | 0.06 | 0.02 | 0.05 | 0.11 | -0.01 | -0.06 | 0.06 |
| Beta | NA | 0.3 | 0.45 | 0.55 | 0.73 | 0.54 | NA | NA | 0.11 | 0.54 | 0.55 | 0.63 | 0.9 | 0.54 | 0.12 | -0.11 | 0.01 | -0.14 | 0.02 | -0.09 | 0.0 | -0.15 | -0.1 | -0.2 | -0.16 | -0.28 | -0.15 | -0.12 | -0.12 | -0.16 | -0.01 | 0.07 | -0.2 |
| RSquared | NA | 0.1 | 0.21 | 0.43 | 0.63 | 0.26 | NA | NA | 0.01 | 0.34 | 0.52 | 0.41 | 0.84 | 0.35 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.04 | 0.01 | 0.03 | 0.03 | 0.09 | 0.02 | 0.01 | 0.01 | 0.04 | 0.0 | 0.01 | 0.03 |
| Sortino Ratio | NA | 0.26 | 0.34 | 0.64 | 0.53 | 0.65 | NA | NA | 0.62 | 0.77 | -0.34 | 3.18 | -0.01 | 2.48 | -0.21 | 4.61 | 0.88 | 0.74 | 2.02 | 3.3 | 0.36 | 1.07 | 1.64 | 0.0 | -0.14 | 0.84 | 2.32 | 0.42 | 1.74 | 2.94 | -0.24 | -1.1 | 0.65 |
| Yield(%) | N/A | 1.41 | 2.99 | 2.58 | 2.17 | 2.42 | N/A | N/A | 2.43 | 2.52 | 2.17 | 2.45 | 0.83 | 1.93 | 1.22 | 0.76 | 4.27 | 3.88 | 4.16 | 3.44 | 3.04 | 2.76 | 2.68 | 2.63 | 2.99 | 2.86 | 2.3 | 1.88 | 1.68 | 1.42 | 1.24 | 0.86 | 0.54 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
Or Start FREE 30-day trial now >>